LongPLDSep 2026
Prologis Inc.
ROCKLINC regards Prologis as a high-quality real estate compounder trading at a valuation that offers a long-term margin of safety. It groups the company with resilient holdings…
PLD
Which hedge funds are long PLD?
2 published ideas on Prologis Inc. across 2 funds — 2 long and 0 short.
Prologis hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Prologis: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongPLDJun 2026
Prologis, Inc.
Prologis owns high-quality global logistics assets with embedded net-operating-income growth from mark-to-market rent increases and a substantial development pipeline. Shares…